Plan Ledger DOL Form 5500 · updated monthly

Valley Special Needs, Inc.benefits

Valley Special Needs Health & Welfare Plan · MT. PLEASANT, PA · plan year 2023

Broker compensation reported · 2023
$29,679

Valley Special Needs, Inc.'s benefits plan covered 425 active participants in 2023, providing health · life · dental · vision · short-term disability · long-term disability · death benefits · other. Insurance premiums totaled $21,031. Insurance brokers and agents were paid $29,679 in commissions and fees, costs that ultimately come out of what the employer and employees pay for coverage. That works out to 141.1% of premiums. That is $70 per covered person, in the bottom quarter of employer plans that report broker pay.

Insurance contracts · 20233
VISION BENEFITS OF AMERICA · vision$21K · 174 covered
AMERICAN FIDELITY ASSURANCE COMPANY · healthpremiums n/a · 87 covered
METROPOLITAN LIFE INSURANCE COMPANY · dental life std ltdpremiums n/a · 425 covered
Brokers & agents paid · 20235
COURY HEALTH SERVICES LLC$20,328 · incl $2,347 fees
AMERICAN FIDELITY ASSURANCE CO$1,838
ALERA GROUP DBA COURY HEALTH SRVCS$1,623
ALERA GENERAL AGENCY$942
Also brokered by Coury Health Services LLC5
McKissock LLC PA$98,179

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Source: DOL Form 5500 Schedule A, plan year 2023, EIN 251292796 · Verify on EFAST2 · Amounts are as reported by the plan sponsor.